See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,341 | $53,053+89.1% | $126,539-20.7% | $74,304+35.0% |
| Participation rate | 5.6% | 48.0%-42.4pp | 69.8%-64.2pp | 60.3%-54.7pp |
| Annual return | 14.26% | 29.46%-15.2pp | 425.95%-411.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $389 | $2,303-83.1% | $4,083-90.5% | $3,767-89.7% |
| Admin fee / account holder | $4,666 | $3,698+26.2% | $6,065-23.1% | $2,969+57.2% |